Wealth Management Client Relationship Manager

About the role

The Wealth Client Relationship Manager at TIAA partners with Wealth Management Advisors to deliver client service and support high-net-worth clients. This role operates under moderate supervision, leading advisory teams to help clients achieve their financial goals.

Responsibilities and Duties

• Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients.
• Operate under moderate supervision, leading advisory teams to help clients achieve their financial goals.
• Manage responsibilities for a book of assigned clients, implementing financial plan recommendations and coordinating asset consolidation.
• Communicate clearly and succinctly, utilizing interpersonal communication and relationship-building skills.
• Manage time and resources efficiently and effectively to bring compounding value and excellence to clients.
• Build meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.

Requirements

• 2+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.
• Required to have FINRA registrations Series 7, Series 66 or Series 63 and Series 65 Life & Health Insurance License within 120 days of start date.
• Understanding of investment products, financial planning concepts, and wealth management solutions.
• Proven ability to communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams.

Qualifications

• University (Degree) Preferred.
• Work Experience 2+ Years Required; 3+ Years Preferred.

Skills

• 2+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.
• Required to have FINRA registrations Series 7, Series 66 or Series 63 and Series 65 Life & Health Insurance License within 120 days of start date.
• Understanding of investment products, financial planning concepts, and wealth management solutions.
• Proven ability to communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams.
• 3+ years of experience in wealth management, financial advisory support, or client service roles within the financial services industry.

Benefits

Competitive compensation package may include an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Pay

$71,300/yr - $80,500/yr

Schedule

N/A